AT

Arlington Trust Portfolio holdings

AUM $556M
1-Year Est. Return 17.12%
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
-$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1 +$5.39M
2 +$2.27M
3 +$640K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$591K
5
AMZN icon
Amazon
AMZN
+$555K

Sector Composition

1 Technology 9.91%
2 Financials 7.01%
3 Consumer Discretionary 3.11%
4 Healthcare 2.77%
5 Industrials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$27.8K 0.01%
661
427
$27.8K 0.01%
+6,000
428
$27.6K 0.01%
355
429
$27.3K 0.01%
535
430
$27.3K 0.01%
1,500
431
$27.1K 0.01%
100
432
$26.5K 0.01%
131
433
$25.9K 0.01%
+370
434
$25.4K 0.01%
400
435
$25.3K 0.01%
1,000
436
$24.4K 0.01%
+500
437
$24.2K 0.01%
350
-150
438
$23.9K 0.01%
57
439
$23.9K 0.01%
94
440
$23.9K 0.01%
+1,000
441
$23.8K 0.01%
2,222
+650
442
$23.8K 0.01%
75
443
$23.5K 0.01%
378
444
$23.4K 0.01%
+879
445
$23.3K ﹤0.01%
212
446
$23.2K ﹤0.01%
400
447
$23.1K ﹤0.01%
200
+168
448
$23.1K ﹤0.01%
80
449
$23K ﹤0.01%
+8,000
450
$22.9K ﹤0.01%
+1,500